Execution Focus

We advise on primary capital allocations in select private companies and platforms where access, structure, and timing require bilateral or highly controlled processes.

These situations often involve:

• Single-buyer or small, aligned counterparties

• Direct negotiation with issuers or controlling stakeholders

• Sizeable capital commitments requiring institutional decision-making

Primary transactions are structured to prioritize certainty of execution, governance alignment, and long-term ownership considerations.

We advise on negotiated secondary liquidity for founders, early investors, and institutions seeking discreet exits in concentrated positions.

These situations typically involve:

• Large, single-buyer or tightly coordinated purchases

• Sensitive cap tables or transfer restrictions

• Timing-driven or access-driven liquidity needs

CDM does not run broad secondary processes or circulate opportunities widely. Transactions are handled on a confidential, off-market basis.

In select cases, CDM advises on concentrated ownership transactions where a small number of buyers or sellers must be carefully aligned.

These situations may arise from:

• Strategic portfolio rebalancing

• Regulatory, structural, or jurisdictional constraints

• Non-marketable or time-sensitive capital needs

CDM focuses on structuring and execution rather than volume, prioritizing outcome certainty over process.

To avoid confusion, CDM does not:

• Run auctions or broadly marketed processes

• Distribute deals to large investor lists

• Intermediate sub-scale transactions

• Act as a placement agent or broker

Engagements are limited and highly selective.

CDM regularly advises on cross-border private capital transactions involving U.S., European, and non-U.S. counterparties. Engagements often require coordination across legal, regulatory, tax, and settlement frameworks, particularly where ownership transferability, capital controls, or jurisdictional approvals are relevant.

We advise on complex, off-market capital situations where jurisdictional, structural, or timing considerations make traditional fundraising or auction processes impractical.

Transactions are structured to align counterparties under a single, negotiated process rather than a multi-jurisdictional auction.

CDM engagements typically originate from existing relationships, direct introductions, or specific transaction-driven mandates where scale, timing, or access constraints require a highly controlled process.

CDM does not accept unsolicited pitches, run broad capital raises, or participate in intermediary-led distribution processes. Engagements are limited and initiated on a case-by-case basis.